Time to Think Like an Investor
As the tech and AI trade are served up some humble pie, let’s see the silver lining for investors. Also, let’s see if a crack is forming in the charts….
Anatomy of a Meltdown
Let’s examine the responses to Alphabet’s and Amazon’s earnings and the other factors that led to last week’s ugliness. Also, a bright spot on the charts?
A Look Back on a Very Dark Day on the Market
Remembering Oct. 19, 1987; also an AI warning from Wall Street Journal and a check on the market’s charts.
As Hormuz Deal Collapses, Hope Fades on Market… And So Does Rationality
Let’s look at how high-speed, keyword-reading algorithms have taken needed skepticism — and rationality — out of the market.
Anatomy of a Bond Market Selloff
Let’s break down what’s happening with bonds and how things unfolded Wednesday. Plus, two items from the ‘What the Heck’ department.
Financials Flounder
Big banks like Wells Fargo, Bank of America, and JPMorgan Chase slid on Tuesday as did financial services ETFs. Let’s see what’s going on.
As Semis Soar, I’m Upping Price Targets for AMD, Intel
INTC and AMD ran up big Monday on the sudden popularity of Meta’s Muse AI agent. Let’s chart where these two stocks could be headed.
The Price Problem
After the rate hike, here’s my forecast for Fed action — and my analysis of the Fed’s limits and what more hikes could mean for the economy.
Diesel Export Ban May Be Good for U.S.; Fed Predictions; My 3 Energy Stocks
Will the diesel export bans help U.S. pricing? Also, why a half-point hike could actually make sense, but why confusion will likely prevail.
AI Alarm Rattles the Cages as a Big Fed Decision Awaits
Amid dystopian worries and calls for a slowdown, AI leaders speak out. Oh, and we’ve got some other stuff happening too.